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XTM Cloud 13.4

Customer Editor – Edit

In the Customer list > pen_gray_solid_brand_refreshed.svg Edit tab screen you can:

  • edit Basic information for the relevant customer.

  • edit Address details for the relevant customer.

  • upload Reference material.

To access the Customer list > pen_gray_solid_brand_refreshed.svg Edit tab:
  1. Select the Customers tab.

  2. In the the Customers tab screen, select the context menu icon bars-solid.png next to the relevant customer's name.

  3. From the context menu, select pen_gray_solid_brand_refreshed.svg Edit.

The visibility and default values in the Customer list > pen_gray_solid_brand_refreshed.svg Edit tab screen cascade down from the system settings, which are set by the XTM Cloud Administrator.

Table 49. Customer Editor – Edit parameters

Parameter

Description

Mandatory/

Optional

Type

Valid values

Basic information section

Customer

A unique name of the relevant customer.

Mandatory

Text field

Alphanumeric

Customer nickname

A nickname of the relevant customer.

Optional

Text field

Alphanumeric

TM and term only

This parameter enables you to create a TM and term only customer who will act as a dummy customer for importing historic TM and terminology.

If you select the TM and term only checkbox, you will not be able to create projects for this customer. However, you will be able to apply this customer's TM and terminology to projects created for other customers.

Optional

Checkbox

  • Cleared (default)

  • Selected

VAT number

The Value Added Tax (VAT) identification number of the relevant customer.

Optional

Text field

Alphanumeric

Project Manager

This parameter enables you to select a default Project Manager for the relevant customer. This user will automatically be assigned as Project Managers to projects created by Limited Project Managers. Projects created by other Project Managers will automatically have the project creator assigned as a Project Manager.

If you select the user icon user-solid.svg on the right-hand side of the Project Manager dropdown, the Select language PM popup will be displayed.

Optional

Dropdown

Predefined list of users with the Project Manager role.

Select language PM

The Select language PM popup enables you to select different Project Managers for different target languages.

Optional

Popup and 2 Dropdown lists

Valid values for the Target language dropdown consist of the predefined list of target languages defined for the relevant customer.

Valid values for the Language PM dropdown consist of the predefined list of users with the Project Manager role.

Cost approvers

This parameter is displayed if your XTM Cloud Administrator has enabled the Projects require cost approval parameter in Configuration > Data tab > Estimates > Cost settings (see Cost settings).

Mandatory if you want to use the project cost approval functionality.

Multiple selection

Predefined list of users with the Cost Approver role.

Cost managers

This parameter is displayed if your XTM Cloud Administrator has enabled the Projects require cost approval parameter in Configuration > Data tab > Estimates > Cost settings (see Cost settings).

Mandatory if you want to use the project cost approval functionality.

Multiple selection

Predefined list of users with the Project Manager role.

Project watchers

Project watchers will be notified per email about creation and every change made to the projects created for the relevant customer.

Optional

Multiple selection

Predefined list of users with the Project Manager role and Customer PMs (if the Show Customer PMs checkbox has been selected).

Show Customer PMs

This parameter enables you to add Customer PMs to the Project watchers list.

Optional

Checkbox

  • Cleared (default)

  • Selected

Address section

Address 1

This parameter enables you to complete customer address details.

Optional

Text field

Alphanumeric

Address 2

This parameter enables you to complete customer address details.

Optional

Text field

Alphanumeric

City

This parameter enables you to complete customer address details.

Optional

Text field

Alphanumeric

State / County

This parameter enables you to complete customer address details.

Optional

Text field

Alphanumeric

Postcode / ZIP

This parameter enables you to complete customer address details.

Optional

Text field

Alphanumeric

Country

This parameter enables you to complete customer address details.

Optional

Dropdown

Predefined list of countries.

Phone 1

This parameter enables you to complete customer phone number.

Optional

Text field

Alphanumeric

Phone 2

This parameter enables you to complete customer phone number.

Optional

Text field

Alphanumeric

Mobile phone

This parameter enables you to complete customer mobile phone number.

Optional

Text field

Alphanumeric

Fax

This parameter enables you to complete customer fax number.

Optional

Text field

Alphanumeric

Website

This parameter enables you to complete customer website.

Optional

Text field

Alphanumeric

Skype

This parameter enables you to complete customer Skype user name.

Optional

Text field

Alphanumeric

MSN

This parameter enables you to complete customer Microsoft Network details.

Optional

Text field

Alphanumeric

Reference material section

Select files to upload

This parameter enables you to upload additional reference materials for the relevant customer.

The uploaded files will be displayed in the Customer Editor in the table at the bottom of the Reference material section.

All uploaded customer reference files will automatically be added to every project created for the relevant customer. Project Managers can download them from Project Editor > [project name]> Files > Reference materials.

Linguists will be notified about those materials in the email that informs them about task assignment. They can download them, from XTM Workbench, from the top navigation bar by selecting Preview > Reference materials.

Optional

Choose files button

File types supported by XTM Cloud.